Joe Montgomery, III., CPA – CXO | Partner

Joe started working at Montgomery and Company CPAs just before graduating with his accounting degree in 2012. He became a CPA in 2015, received his CPBC in 2017, and now serves as our marketing director and client relations manager.

Joe is a Greenville native and works hard to keep Montgomery and Company up to speed with the city’s fast paced growth and development. Joe serves our clients by creating outsourced accounting packages and solutions that best fit their particular business models and needs.

Joe’s innovation and entrepreneurial spirit show up outside of the office through art, woodworking, and home renovations. He is a faithful member of his church, serves on the board of a local nonprofit, and spends all the time he can at home with his wife, Alyssa, and their two boys.

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